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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,907 | $81,334-90.3% | $113,397-93.0% | $64,097-87.7% |
| Participation rate | 94.5% | 65.6%+28.8pp | 76.5%+18.0pp | 55.2%+39.3pp |
| Annual return | 11.92% | 32.50%-20.6pp | 23.20%-11.3pp | 34.64%-22.7pp |
| Employer contribution / active EE | $701 | $2,077-66.3% | $2,977-76.5% | $1,891-63.0% |
| Participant deferral / active EE | $1,670 | $3,795-56.0% | $5,076-67.1% | $3,080-45.8% |
| Admin fee / account holder | $1,930 | $4,208-54.1% | $11,957-83.9% | $3,454-44.1% |